Annuity Buzz

The holiday season and end of 2022 are quickly approaching. To meet your clients’ service expectations during this busy time, please put these important dates in your calendar.

To avoid delays when submitting new annuity applications, be sure to check your state requirements in our NAIC Suitability by State chart — and complete your required trainings. Many states are adopting the 2020 Best Interest Standard for suitability in annuity transactions which has additional training requirements.

Please review this recent compliance alert: CO Regulation 4-1-11, Suitability of Individual Annuity Sales Recommendations.

Please review this recent compliance alert: Regulation 69-29, Suitability of Individual Annuity Sales Recommendations.

The Standard was recently named one of the best places to work for disability inclusion by the American Association of People with Disabilities. Top-scoring companies not only excel in disability inclusion but are working to move from accommodation to inclusion and genuine belonging.

We strive to make it easier for you to fulfill a client’s request for disbursement. Knowing what forms are required can make the process go more smoothly.

Please review this recent compliance alert.
Maryland:Rule 31.09.12.01+, Suitability of Individual Annuity Sales Recommendations

Please review this recent compliance alert.
New Mexico:Rule 13.9.20.1, Suitability of Individual Annuity Sales Recommendations

Please review this recent compliance alert: SB 644 A 654, Suitability of Individual Annuity Sales Recommendations.

Our ESG report highlights how we support a healthier environment for all. Learn more about actions on topics like emissions, air and water quality, energy efficiency, waste management, community and employee engagement.